SBA Servicing Specialist I - Booking jobs in United States
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First Internet Bank · 14 hours ago

SBA Servicing Specialist I - Booking

First Internet Bank is dedicated to finding a better way to bank and has been a leader in online banking since 1999. The SBA Servicing Specialist I – Booking will manage loan servicing functions, ensuring compliance with internal controls and providing exceptional customer service throughout the loan closing and booking process.

BankingFinancial ServicesInternet
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Growth Opportunities

Responsibilities

Participate in the loan closing and booking process within the core platforms nCino and PCFS Loan Manager, ensuring segregation of duties as defined by SOX
Ensure compliance with internal process controls developed around the initial loan booking, and the 2-day quality control audits post-closing
Participate in daily cash management and servicing activity, including:
Transferring funds between general ledgers, funding accounts, and the wire exchange system as part of the core onboarding process
Interface with the Accounting department to balance, research, and report activities related to loan funding
Assist with the tracking, reporting, and scheduling of loan closing assignments
Assist with monthly CRA reconciliation/verification report
Prepare reports for internal and external partners
Maintain monthly guaranty fee reporting and adherence on behalf of department
Perform system and individual loan maintenance in conjunction with approved servicing requests and actions, ensuring compliance with SOX controls accordingly
Provide exceptional customer service while adhering to Bank/departmental standards
Perform other duties as assigned

Qualification

SBA lending experiencePCFS - Loan ManagerNCinoMicrosoft OfficeCustomer serviceWritten communicationVerbal communicationAdaptabilityTeamwork

Required

A minimum of two years of experience in commercial/SBA lending required
Proficient in Microsoft Office and ability to use and navigate databases
Working knowledge of PCFS – Loan Manager required
Ability interact positively and effectively with all levels of employees, management, and third parties
Excellent written and verbal communication skills
Demonstrated ability to complete work in a timely, efficient manner with impeccable accuracy
Ability to master new skills and tasks quickly

Preferred

A minimum of one year of SBA-specific loan servicing preferred
Working knowledge of nCino preferred

Benefits

Medical, Dental, and Vision Insurance for Full-Time employees - Eligibility begins on day one of employment
401(k) Retirement Plan with Generous Match for Full-Time and Part-Time employees - Eligibility begins on day one of employment
Professional Development Reimbursement
At Least 3 Weeks Paid Vacation Annually - For New Employees, Paid Vacation is Adjusted Based on Start Date
Eleven Paid Holidays
Paid Volunteer Time
Annual First Internet Bank-branded merchandise allowance

Company

First Internet Bank

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First Internet Bank is an FDIC-insured institution that provides real-time transaction services. It is a sub-organization of First Internet Bancorp.

Funding

Current Stage
Growth Stage

Leadership Team

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Mark Brown
First Vice President - Finance - Fintech and Special Projects
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Lorraine Ortiz
Chief People Officer
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Company data provided by crunchbase